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Financial Counselors Inc’s iShares ESG Optimized MSCI USA ETF SUSA Stock Holding History

Financial Counselors Inc’s Portfolio SUSA Stock Details SUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,660
Closed -$880K – 466
2025
Q1 		$880K Buy
7,660
+37
+0.5% +$4.49K 0.01% 347
2024
Q4 		$927K Buy
7,623
+3,231
+74% +$396K 0.01% 337
2024
Q3 		$529K Sell
4,392
-4
-0.1% -$461 0.01% 422
2024
Q2 		$494K Sell
4,396
-123
-3% -$13.3K 0.01% 408
2024
Q1 		$493K Buy
4,519
+24
+0.5% +$2.5K 0.01% 418
2023
Q4 		$452K Buy
4,495
+54
+1% +$5.04K 0.01% 422
2023
Q3 		$400K Sell
4,441
-35
-0.8% -$3.29K 0.01% 422
2023
Q2 		$419K Sell
4,476
-150
-3% -$13.3K 0.01% 386
2023
Q1 		$406K Sell
4,626
-344
-7% -$29.6K 0.01% 390
2022
Q4 		$409K Sell
4,970
-25
-0.5% -$2.06K 0.01% 389
2022
Q3 		$379K Buy
4,995
+244
+5% +$20.8K 0.01% 377
2022
Q2 		$383K Buy
4,751
+185
+4% +$16.2K 0.01% 387
2022
Q1 		$442K Buy
4,566
+35
+0.8% +$3.39K 0.01% 375
2021
Q4 		$481K Sell
4,531
-631
-12% -$64.9K 0.01% 368
2021
Q3 		$495K Sell
5,162
-524
-9% -$51.8K 0.01% 367
2021
Q2 		$543K Sell
5,686
-71
-1% -$6.57K 0.01% 366
2021
Q1 		$506K Sell
5,757
-129
-2% -$11K 0.01% 368
2020
Q4 		$485K Hold
5,886
– – 0.01% 366
2020
Q3 		$433K Sell
5,886
-446
-7% -$32.2K 0.01% 354
2020
Q2 		$424K Buy
6,332
+270
+4% +$16.9K 0.01% 377
2020
Q1 		$333K Buy
6,062
+3,048
+101% +$195K 0.01% 349
2019
Q4 		$202K Buy
+3,014
New +$193K 0.01% 519

Other funds holding SUSA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.02B AUM 18.66% 1-Year Est. Return

Financial Counselors Inc's SUSA Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares ESG Optimized MSCI USA ETF (SUSA) in Q2 2025, closing a stake of 7,660 shares — an estimated $880K sold.

Financial Counselors Inc first reported a position in SUSA in Q4 2019 and held it in 22 quarters. The position peaked at $927K in Q4 2024. 490 funds tracked by Wall St. Rank hold SUSA as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares ESG Optimized MSCI USA ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 7,660 iShares ESG Optimized MSCI USA ETF shares in Q2 2025, an estimated $880K.
  • Financial Counselors Inc first reported a position in iShares ESG Optimized MSCI USA ETF in Q4 2019 and held it in 22 quarters.
  • Financial Counselors Inc's iShares ESG Optimized MSCI USA ETF position peaked at $927K in Q4 2024.
  • 490 funds tracked by Wall St. Rank held iShares ESG Optimized MSCI USA ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.